COMPARE THE PAIR: HAVE YOU?
Comparing industry fund to industry fund
Industry superannuation funds were predominantly developed by trade union and industry bodies to provide for their members in retirement. Originally the various super funds were exclusive to their industry but industry funds are now open to the general public and no longer restricted to their industry. This means you no longer have to keep your super in your own industry fund, and can instead shop the market to make sure you’re getting the best deal possible.
How can we help?
Traditionally financial planners will only offer advice on ‘retail’ super funds. GMB Financial are now offering the industry fund review service.
We have a flat-fee review service that will help you compare your industry super fund to others in the market to make sure you are in the best super fund for your needs.
What are we looking for?
What will it cost you?
We charge only $1320 per fund review.
Why should you bother?
Sure there are plenty of ads on TV about the benefits of industry super funds, but that doesn’t mean they are all comparable. Now you have the option to move your super fund, why not check that you actually getting the best deal possible?
We will do all the hard work for you:
- Discussing your needs, personal situation and goals to determine the best way forward.
- Researching all the products on the market to find the best deal possible.
- Creating a personalized Statement of Advice plan that explains our recommendations and what your best path forward will be.
- Helping you implement the strategy by assisting with paperwork, rolling over funds or setting up new ones.
We make things clear, straightforward and easy. Don’t put sorting your super into the “too hard” basket; we are here to help.
Two easy ways to pay
Once you have approved your quote there are two ways you can manage your payment. Any approved fees and charges can be paid through your super or pension fund so you don’t have any out-of-pocket expense, or you can choose to pay us by invoice.
How do you get started?
Give George and Darren a call on Phone: 07 4726 4777 to book an appointment, or contact us via email using the form below.
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